Overview of the Reporting & Assessment Review:

As part of our 10-year Blueprint for responsible investment – looking at how to take responsible investment forward over the next decade – we committed to undertake an extensive review of our current reporting and assessment process between 2018 and 2021.

The aim of the review is to ensure that the PRI’s reporting and assessment:

  • has clear objectives of how it will contribute to driving change in the investment industry;
  • is fit for purpose;
  • remains relevant to evolving responsible investment practices;
  • is useful for signatories and the responsible investment market.

A unique opportunity to shape the Reporting Framework over the next five to 10 years, the review covers the Reporting Framework itself, as well its various outputs and tools, within the broader context of the responsible investment and ESG reporting landscape, and the requirement to drive more meaningful data throughout markets.

Timeline for the Reporting & Assessment review




2020 Consultation: phase two

Based on the signatory feedback from the first consultation phase, and in line with the PRI mission and 10-year Blueprint, the PRI has developed a proposal of how the reporting and assessment framework, including the reporting outputs, could be improved.

The consultation paper below outlines the different elements of the PRI’s proposal, lists the consultation questions, and asks for signatories’ input in this second consultation phase, through the online consultation survey.

Signatories have until Friday 28 February to participate in the online consultation survey.


The PRI will organise a series of webinars during January and February where signatories can provide further input on the consultation, in addition to completing the survey.

To register for the webinars, please see:

2019 Consultation: phase one

As a first step of the review, the PRI undertook a signatory consultation between March and June 2019 to guide us on the future direction of reporting and assessment. In total, over 580 signatories participated in the consultation, representing 24% of our signatory base. Please download the signatory consultation paper and the summary of the 2019 consultation results below:

 Investor Survey PDF
 Service Provider Survey PDF
 Summary of the 2019 consultation results